James Investment Research’s The Mosaic Company MOS Stock Holding History

James Investment Research’s Portfolio MOS Stock Details MOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-7,845	Closed	-$196K	–	622
2019 Q2	$196K	Sell	7,845 -16,160	-67%	-$394K	0.01%	373
2019 Q1	$656K	Sell	24,005 -12,227	-34%	-$373K	0.04%	394
2018 Q4	$1.06M	Sell	36,232 -29,688	-45%	-$977K	0.07%	315
2018 Q3	$2.14M	Buy	+65,920	New	+$1.99M	0.09%	313
2018 Q2	–	Sell	-82,530	Closed	-$2M	–	834
2018 Q1	$2M	Buy	82,530 +910	+1%	+$23.9K	0.08%	305
2017 Q4	$2.09M	Buy	+81,620	New	+$1.88M	0.07%	256

Other funds holding MOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

James Investment Research's MOS Position: Q3 2019 in Review

James Investment Research sold out of The Mosaic Company (MOS) in Q3 2019, closing a stake of 7,845 shares — an estimated $196K sold.

James Investment Research first reported a position in MOS in Q4 2017 and held it in 6 quarters. The position peaked at $2.14M in Q3 2018. 446 funds tracked by Wall St. Rank hold MOS as of Q3 2019.

James Investment Research reported no remaining The Mosaic Company position as of Q3 2019 after selling out during the quarter.
James Investment Research sold 7,845 The Mosaic Company shares in Q3 2019, an estimated $196K.
James Investment Research first reported a position in The Mosaic Company in Q4 2017 and held it in 6 quarters.
James Investment Research's The Mosaic Company position peaked at $2.14M in Q3 2018.
446 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2019.

Based on James Investment Research's 13F filing for Q3 2019, filed 30 Oct 2019.